Affluent Client Banker & Wealth Advisor

JPMorgan Chase & Co.; Arlington Heights (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

JPMorgan Chase & Co. in Arlington Heights seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients.

You will manage their complete banking relationship with an advice-based approach, helping clients access products and services that fit their needs. You will partner with Specialists to connect clients to experts, promote self-service options, and ensure adherence to regulatory requirements.

Qualifications

• Proven ability to acquire and deepen client relationships.
• 1+ year experience in Branch Banking with revenue generation.
• Must obtain FINRA Series 6/7 and NMLS within 180 days.
• Compliance with Dodd-Frank/Truth in Lending Act.
• High school diploma or GED.
• Ability to work weekends and some evenings.

Responsibilities

• Shares the value of Chase Private Client with eligible clients.
• Manages client banking relationships with an advice-based approach.
• Partners with Specialists to connect clients to experts.
• Makes lives of clients convenient by promoting self-service options 24/7.
• Adheres to policies, procedures, and regulatory requirements.

Skills

Relationship management

Client acquisition

Communication skills

Team orientation

Education

High school diploma

Tools

NMLS

Job description

JPMorgan Chase & Co. in Arlington Heights seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients.

You will manage their complete banking relationship with an advice-based approach, helping clients access products and services that fit their needs. You will partner with Specialists to connect clients to experts, promote self-service options, and ensure adherence to regulatory requirements.